- Import necessary functions in Python
- Set target weights for each ticker
- Set rebalance rules, i.e. monthly
- Set benchmark, i.e. SPY
- Set start and end dates – should match trade dates in zipline ingested files
- Create benchmark file
- Make sure benchmark dates align with trade dates
- Run backtest analysis
- If there are modules to import – %run analysis.ipynb
- Save output to csv – results.to_csv(‘result.csv’)